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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HANLON INVESTMENT MANAGEMENT, INC. Service code 26 · EIN 22-3723068 | Advisory (Participants) | $25,903 |
NATIONWIDE2+ years Service code 18 · EIN 31-4156830 | Account maintenance fees; Recordkeepi... | $24,718 |
BENEFITS 21 LLC2+ years Service code 14 · EIN 38-3839452 77 HWY 37 WEST · TOMS RIVER, NJ 08755 | Plan Administrator | $974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,129 | $63,924+28.5% | $108,582-24.4% | $55,167+48.9% |
| Participation rate | 34.7% | 74.3%-39.6pp | 79.6%-44.8pp | 69.0%-34.3pp |
| Annual return | -0.80% | 15.31%-16.1pp | -51.70%+50.9pp | 169.23%-170.0pp |
| Employer contribution / active EE | $600 | $1,879-68.0% | $3,758-84.0% | $1,963-69.4% |
| Participant deferral / active EE | $1,382 | $3,067-54.9% | $4,311-67.9% | $3,054-54.8% |
| Admin fee / account holder | $338 | $618-45.3% | $7,645-95.6% | $504-32.9% |